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Master Trust and Custody


As your asset management responsibilities grow in number and complexity, it's important to maintain financial accuracy and control. Our master trust and custody services can help your organization effectively administer and manage assets with multiple benefits plans, pools of assets, investment portfolios or investment managers.

We work with financial intermediaries, staff and vendors to help ensure that your transactions and payments are processed accurately and efficiently. Our consolidated reporting also enables you to meet your specific reporting, filing and statement deadlines with confidence.

Our master trust and custody technology seamlessly interfaces with a variety of industry accounting systems, providing you with an all-encompassing platform. You'll have 24/7 access to your assets and data through our secure online services.

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